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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,514 hedge funds and large institutions have $84.7B invested in iShares Core MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 765 increasing their positions, 477 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
-4
Holders Change %
-0.26%
% of All Funds
23.96%
Holding in Top 10
320
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.31%
% of All Funds
5.06%
New
112
Increased
765
Reduced
477
Closed
96
Calls
$6.05M
Puts
$4.95M
Net Calls
+$1.11M
Net Calls Change
-$1.14M

Top Buyers

1
LPL Financial
LPL Financial
California
+$295M
2
CPCM
Cornerstone Partners Capital Management
Virginia
+$234M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
4
AWA
Aaron Wealth Advisors
Illinois
+$216M
5
BBHC
Brown Brothers Harriman & Co
New York
+$203M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$714M
2
HVM
Harvest Volatility Management
Connecticut
-$281M
3
PP
Passaic Partners
New Jersey
-$171M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$169M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1151
Sabal Trust
Florida
$367K +$136K +1,960 +59%
UBV
1152
United Bank (Virginia)
Virginia
$367K +$367K +5,279 New
FFA
1153
Freedman Financial Associates
Massachusetts
$366K +$84.1K +1,195 +30%
MWM
1154
Meridian Wealth Management
Kentucky
$365K -$8.13K -117 -2%
BCM
1155
Bourgeon Capital Management
Connecticut
$365K – – –
PWPS
1156
Pinnacle Wealth Planning Services
Ohio
$365K – – –
CFG
1157
Carter Financial Group
Illinois
$365K +$365K +5,255 New
SC
1158
Schoolcraft Capital
Colorado
$363K +$139 +2 +0%
AW
1159
Avion Wealth
Texas
$363K -$148K -2,128 -29%
MCM
1160
Mitchell Capital Management
Kansas
$363K – – –
D
1161
Diversified
Delaware
$363K +$5.55K +80 +2%
MKA
1162
M. Kulyk & Associates
Georgia
$360K – – –
KCM
1163
Kornitzer Capital Management
Kansas
$359K +$27.1K +390 +8%
P
1164
Pitcairn
Pennsylvania
$358K -$42.8K -615 -11%
GAG
1165
GM Advisory Group
New York
$355K -$173K -2,490 -33%
WP
1166
WealthPLAN Partners
Nebraska
$354K +$49.9K +770 +16%
WIM
1167
WealthPlan Investment Management
Nebraska
$354K +$354K +5,468 New
FVWA
1168
Foster Victor Wealth Advisors
South Carolina
$353K +$353K +5,135 New
FNBOO
1169
First National Bank of Omaha
Nebraska
$352K – – –
SSB
1170
Sandy Spring Bank
Maryland
$351K -$14.9K -214 -4%
NWA
1171
New World Advisors
Massachusetts
$350K -$487K -7,194 -58%
GF
1172
Gries Financial
Ohio
$349K -$27.7K -399 -7%
APWM
1173
Atlas Private Wealth Management
New York
$349K – – –
MPI
1174
Mairs & Power Inc
Minnesota
$349K +$8.27K +119 +2%
GIA
1175
Goodwin Investment Advisory
Georgia
$348K -$199K -2,842 -36%
45 46
47
48 49